Andrew McIlhenny, financial advisor Philadelphia PA
93 score

Andrew McIlhenny

CRD Number: 1982194
Current Firm: Axa Advisors, LLC

Andrew McIlhenny (CRD# 1982194) is an Investment Advisor Representative working at Axa Advisors, LLC in Philadelphia, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jul 2016 - Current < 1
Firstrust Financial Advisors Philadelphia, PA Sep 2006 - Current 10
Mass Mutual Life Insurance Company Springfield, MA Jul 2016 - Jul 2016 < 1
Metlife Securities Philadelphia, PA Feb 2011 - Jul 2016 5
Metropolitan Life Insurance Company New York, NY Feb 2011 - Jun 2016 5
Axa Advisors, LLC Bala Cynwyd, PA Aug 1989 - Feb 2011 21
The Equitable Life Assurance Society Of The United States Phildelphia, PA Aug 1989 - Nov 2010 21
Progress Financial Resources, LLC Philadelphia, PA Mar 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Andrew H. McIlhenny
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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